Integrated Wealth Management (Palm Desert)’s UNITED TECHNOLOGIES CORP CORP UNIT (DE) UTX.PRA Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio UTX.PRA Stock Details UTX.PRA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	–	Sell	-252	Closed	-$14K	–	1457
2015 Q2	$14K	Hold	252	–	–	0.01%	719
2015 Q1	$15K	Buy	+252	New	+$15.7K	0.01%	667

Integrated Wealth Management (Palm Desert)'s UTX.PRA Position: Q3 2015 in Review

Integrated Wealth Management (Palm Desert) sold out of UNITED TECHNOLOGIES CORP CORP UNIT (DE) (UTX.PRA) in Q3 2015, closing a stake of 252 shares — an estimated $14K sold.

Integrated Wealth Management (Palm Desert) first reported a position in UTX.PRA in Q1 2015 and held it in 2 quarters. The position peaked at $15K in Q1 2015. 0 funds tracked by Wall St. Rank hold UTX.PRA as of Q3 2015.

Integrated Wealth Management (Palm Desert) reported no remaining UNITED TECHNOLOGIES CORP CORP UNIT (DE) position as of Q3 2015 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 252 UNITED TECHNOLOGIES CORP CORP UNIT (DE) shares in Q3 2015, an estimated $14K.
Integrated Wealth Management (Palm Desert) first reported a position in UNITED TECHNOLOGIES CORP CORP UNIT (DE) in Q1 2015 and held it in 2 quarters.
Integrated Wealth Management (Palm Desert)'s UNITED TECHNOLOGIES CORP CORP UNIT (DE) position peaked at $15K in Q1 2015.
0 funds tracked by Wall St. Rank held UNITED TECHNOLOGIES CORP CORP UNIT (DE) as of Q3 2015.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q3 2015, filed 13 Oct 2015.